Integrating Salesforce with QuickBooks Online

Our other app, Breadwinner, just added the ability to now integrate Salesforce with QuickBooks Online!

We’re incredibly excited by this news. The current solutions available to integrate Salesforce with QuickBooks Online suffer from a lot of problems.

The current market leader is DBSync, but their problem is that DBSync was designed for QuickBooks Desktop. You can’t ‘tweak’ a program to make it magically work with an online version of QuickBooks too. So they shoe-horned their existing app and hammered it until it kinda-sorta-works. If you want to use DBSync for QuickBooks Desktop, it’s not a bad choice. But for QuickBooks Online? Ouch.

Zapier is another market leader, and has similar companies chasing it like Workato. They sync Salesforce with everything under the sun, including QuickBooks Online. Their strength is that they can sync to so many tools, but the result is a weak, shallow integration. And we feel that connecting Salesforce to Finance is one of the most important things you can do.

Breadwinner for QuickBooks Online includes a free trial and is designed to help you scale your business.

I’m Back And I want to give you money.

Arnold always tells us if he’s coming back, and best of all, we know when he’s back.

Salesforce returning visitor feature - like Arnold saying I'm Back

Don’t you wish your leads told you every time they came back to your website? Well, with Daddy Analytics, they do!

We’re currently beta testing a feature that creates a chatter post every time someone returns to your website. Wow.

Chatter updates for returning visitors in Salesforce

You can see these chatter posts on the Lead Record, or by going to the Chatter tab and clicking Feed > All Company on the left of the page. I think we’ll add a chatter hashtag #daddyanalytics to the posts so you can find all of them. I was tempted to make the hashtag #imback or #iwanttogiveyoumymoney but we had to be a bit more serious and think of branding.

Enabling this feature

If you want this feature during the beta testing, go to your Daddy Analytics Setup tab, look at the bottom of the page for a tiny underlined dot. Click it, and then check the box for “Beta Features”, and click Save. Leave the rest of the settings alone unless you want to mess up your org!

(don’t see the tick box for “Beta Features”? You probably don’t have Chatter enabled. You have to enable that first, and then email us and we’ll update you to the latest version)

Caveats – this is a beta feature, and will be changing as we refine it. And, we haven’t set pricing, though we think this will be at the Enterprise Level. Which means customers on our old pricing will want to upgrade to Enterprise. Luckily, you won’t be paying the full Enterprise price as we’ll reduce the minimum licenses – existing customers can keep however many licenses you have now.

Salesforce with Twilio and FastCall

At Daddy Analytics, we call a lot of people, partly because our app does such a great job generating leads and revealing who our anonymous visitors are and creating Leads from them in Salesforce. (OK, enough of the shameless plug).

As we added staff we wanted a phone system that integrated beautifully with Salesforce, and we looked around and demo’d different solutions. The one we finally selected was FastCall + Twilio, and we are amazed at how well, how beautifully, and how simply it all works.

Twilio logo - call your Salesforce Leads with Twilio      Fast Call logo - Salesforce Lead Calling

What amazes me is that, had I asked for the system we now have some 10 years ago, or even 5 years ago, I think the price tag would have been in the thousands, perhaps tens of thousands. But instead we’re paying $20 per user per month to FastCall, and we’re paying line and per-minute charges to Twilio. Practically pennies.

When FastCall + Twilio is properly setup system, you simply click the little phone icon next to your Lead or Contact’s phone number while wearing a headset on your computer. A call is started to that person, and your call recording is also started. You speak to them, and when hanging up you even get to chose to categorize the call. For instance, you can Leave Message (VM), Leave Message in Person, Spoke to Lead, etc.

Upon hanging up, a new task is created, and best of all the recording of the call is saved on Twilio’s servers and is available with a single click. For people with flaky memories as myself, I never have to take long notes – a quick review of the call is enough to jog my memory. Of course, I can take notes, but I figure in a year they will have text transcription with this app.

While I use my headset as I prefer that, FastCall can also dial your mobile or landline if you prefer, and when you pickup, they start calling the other party.

A nice feature is that we get 5 caller-ID numbers to dial out from, which is handy, as it never hurts to look like you’re calling from California, or NY, if your prospect is in California or NY. Or London for that matter.

Some caveats – the setup can be complicated because you’re really setting up FastCall AND Twilio AND learning how to use and configure Twilio for the first time. I tried to do it myself, and managed to succeed after some frustration, but wish I had stumped up the paid setup option from FastCall. That said, this was still probably 10 times easier than setting up a local PBX from Avaya or something. And a wee bit cheaper.

We did look at other systems too. Synety seemed nice, though we didn’t go further than a quick demo install that encountered a hitch. Natterbox was comically inept at their sales, because when I called their number listed on their website it was redirected to a former employee’s mobile (oops). Their product might be amazing, but I never found out. And New Voice Media supposedly does some impressive things but they are target clients much bigger than startup like ourselves (they do great with giant call centers).

Anonymous Web Visitor Tracking

Daddy Analytics has an amazing new feature – anonymous web visitor tracking. We now tell you all the people who have been on your website but didn’t submit a form. Not only do we show you their location, and their company name / ISP, but we also show you how they came to your site, and what Organic / Paid search got them them.

After we show you this, we then allow you to create a Lead with a single click! That lead shows all the pages they visited, and also shows their first visit info if there was a prior visit.

OK – the real best of all feature. If they come back at a later day, we’ll show you their name in your list of web visitors. The ultimate in de-anonymizing your web visitors.

Daddy Analytics - Salesforce Anonymous Web Visitors

Using FormAssembly to Automatically Attach a Campaign to your Leads in Salesforce:

Many thanks to Jimmy, whose company Plum Heating and Cooling provides Evaporative Cooling in Melbourne, Australia.

The following post explains how to use Daddy Analytics and FormAssembly to autopopulate the Campaign of your Leads. To do this, you must of course have FormAssembly as your Web-to-Lead form, and Daddy Analytics.

Warning – this is a technical article, and is intended for Salesforce administrators.

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Salesforce Lead Source vs Campaigns When to Use Each

Wondering where your leads really come from? Daddy Analytics tells you.

Wondering where your leads really come from? Daddy Analytics tells you.

Figuring out when to use Lead Source or Campaigns can be tricky, particularly to new Salesforce Administrators.

The short answer is, use both but use them differently. The rule of thumb is that Lead Source should be high-level categories like “Events” or “Purchased Lists” while Campaigns can be incredibly specific, like “Spring 2011 Flyer Drop” or “Google Adwords – Competitor Keyword Campaign”.

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Eliminating Web-to-Lead Spam using Daddy Analytics

I’ve written elsewhere about Web to Lead Spam, but a few Daddy Analytics users have asked me exactly how we eliminate Web-to-Lead Spam, so I wanted to write up a technical answer.

We don’t have a problem with this as we use a WordPress plugin called WordPress-to-Lead for Salesforce CRM, but based on how we setup one of our sister companies who use the standard Salesforce Web-to-Lead plugin, this is what we recommend.

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FormAssembly Integration with Daddy Analytics

A common question we get asked is, “Can you Integrate with FormAssembly?” And we’re happy to say that yes we can. We have customers happily using Daddy Analytics and FormAssembly on their websites already, with data from both flowing into Salesforce.

A lot of our customers prefer to use a dedicated form tool like FormAssembly because it offers so many features above and beyond things like the Salesforce Web to Lead form. It offers point and click integration with Salesforce, and you don’t have to be highly technical to do some impressive stuff.

You can drop data into not just Leads but any object, including custom objects. It has built in connectors to PayPal and other companies to allow you to receive money. Plus, FormAssembly’s pricing is a low, affordable monthly rate that’s the same no matter how many forms you submit.

There’s a ton of info on FormAssembly’s website. We recommend you check them out if looking for a more comprehensive form provider! And if you are looking for more technical details on how to integrate Daddy Analytics with FormAssembly, our support site has an article.

Beware of Unexpected Abbreviation

We’ve been doing some internal testing of our systems – reading every line, clicking every button, filling in every form, and receiving every email our customers get.

And we discovered that Google Apps Gmail abbreviates the sender of the email after an awkward number of characters, given my name and our company name.

So Stony Grunow, Daddy Analytics becomes

Daddy Analytics email abbreviation on gmail

We’re thinking that this isn’t the best thing for people to see when they get their first email from us! Perhaps it’s time to re-arrange some words.